BlackDiamond Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Hold |
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|
2025
Q1 | $1.34M | Buy |
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|
2024
Q4 | $1.38M | Hold |
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|
2024
Q3 | $1.4M | Sell |
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|
2024
Q2 | $1.25M | Sell |
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|
2024
Q1 | $1.24M | Sell |
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|
2023
Q4 | $1.2M | Buy |
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|
2023
Q3 | $989K | Buy |
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|
2023
Q2 | $1.03M | Buy |
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|
2023
Q1 | $901K | Buy |
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|
2022
Q4 | $787K | Sell |
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|
2022
Q3 | $780K | Sell |
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|
2022
Q2 | $873K | Buy |
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|
2022
Q1 | $567K | Sell |
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|
2021
Q4 | $598K | Buy |
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